Japan

Video from China/Japan Presentation and DC Trip

I gave a presentation on China/Japan at the “Rethinking Seminar” at Johns Hopkins University Applied Physics Lab.  My presentation was ...

China – The Mother of All Gray Swans / Japan – Past The Point of No Return

I updated my presentation on China and Japan. – Enjoy China Japan Presentation – By Vitaliy Katsenelson – ContrarianEdge

Set the Bar High

The Ups and Downs of Flying I am a very nervous flyer.  Whenever there is a little bit of turbulence, ...

U.S. Must "Man Up and Take the Pain" or We'll Become Japan

U.S. Must “Man Up and Take the Pain” or We’ll Become Japan

"Lower taxes and borrow money to finance it," pretty much sounds like U.S. fiscal policy during the Bush years.

Poststeroid Economics

Poststeroid Economics

During the ’80s and ’90s, ignorance was bliss. The global economy was growing nicely, and analyzing it seemed like a waste of time.

Japan: Land of the Rising Debt

Japan: Land of the Rising Debt

Two decades of stimulative, low-interest-rate fiscal policy have made Japan the most indebted nation in the developed world.

Musings on Kids and Asia

Musings on Kids and Asia

My nine-year-old son Jonah and I have been playing chess a few hours a day. I never thought I'd enjoy playing chess as much, but I do.

Don’t call me Dr. Doom, call me Mr. Realist

Don’t call me Dr. Doom, call me Mr. Realist

The current strength of the US economy is significantly boosted by steroids graciously provided by the US government in the form of stimulus.

Signs of Global Growth Slowdown

Signs of Global Growth Slowdown?

This weekend’s papers provided new signs of global economic slowdown. The first came from Japan. For the first time in 26 years – a long time – Japan became a net importer.